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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

890 hedge funds and large institutions have $12.3B invested in iShares MSCI EAFE Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 250 increasing their positions, 449 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
12.94%
Holding in Top 10
53
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-35.37%
% of All Funds
0.77%
New
80
Increased
250
Reduced
449
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$57.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.1M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$34M
4
LFG
Larson Financial Group
Missouri
+$30.5M
5
SP
Symmetry Partners
Connecticut
+$29.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$617M
2
Jane Street
Jane Street
New York
-$439M
3
GA
GFS Advisors
Texas
-$125M
4
LPL Financial
LPL Financial
California
-$121M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
851
Pin Oak Investment Advisors
Texas
$8K – – –
DF
852
Dunhill Financial
United Kingdom
$6.83K +$6.83K +129 New
FG
853
Fairman Group
Pennsylvania
$6.76K +$53 +1 +0.8%
OFG
854
Oxford Financial Group
Indiana
$6.63K +$6.63K +125 New
SFC
855
Strategic Financial Concepts
Texas
$6.4K +$6.4K +20,997 New
CP
856
Castleview Partners
Texas
$6.1K – – –
CA
857
Crewe Advisors
Utah
$5.99K +$1.22K +23 +26%
CIAS
858
Capital Investment Advisory Services
North Carolina
$5.94K +$2.97K +56 +100%
CMP
859
Coston McIsaac & Partners
Maine
$5K – – –
CJ
860
Caitlin John
Michigan
$4.61K – – –
CHC
861
City Holding Co
West Virginia
$4.46K – – –
SN
862
Sittner & Nelson
Oregon
$4.46K – – –
PA
863
PSI Advisors
Florida
$4.4K – – –
LWANC
864
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.09K – – –
JHCP
865
Jackson Hole Capital Partners
Oklahoma
$3.82K – – –
SRCM
866
Signature Resources Capital Management
California
$3.71K – – –
CSC
867
Caldwell Sutter Capital
California
$3.45K – – –
NMG
868
New Millennium Group
Utah
$3.24K +$3.24K +61 New
JWM
869
Janiczek Wealth Management
Colorado
$3.13K +$3.13K +59 New
MFA
870
McClarren Financial Advisors
Pennsylvania
$3K -$226 -4 -7%
DJSG
871
D.J. St. Germain
Massachusetts
$2.97K +$2.97K +56 New
RWA
872
Redmont Wealth Advisors
Illinois
$2.92K +$2.92K +55 New
MWM
873
Mascoma Wealth Management
New Hampshire
$2.76K -$19.1K -361 -87%
HC
874
Hoese & Co
Minnesota
$2.7K – – –
1IA
875
1620 Investment Advisors
Massachusetts
$2.65K +$2.65K +50 New
33 34
35
36 37